Contact Management
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January 6, 2025
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6 min read
Client & Supplier Management in Invoicely: Complete Contact Database
Build stronger business relationships with Invoicely's comprehensive contact management system for organizing clients, suppliers, and transaction histories - completely free CRM features.
Comprehensive Contact Management
Client Database
Customer management
Supplier Contacts
Vendor management
Transaction History
Complete records
Communication
Contact tracking
Client Management System
Creating Client Profiles
- Navigate to Clients: Click "Clients" in the sidebar menu
- Add New Client: Click "New Client" button
- Basic Information: Enter company name, contact person, and business type
- Contact Details: Add email, phone, address, and website
- Business Settings: Set preferred currency and payment terms
- Save Profile: Complete the client setup
Client Information Fields
- • Company name and business type
- • Primary contact person
- • Email and phone numbers
- • Complete address details
- • Website and social media
- • Preferred currency settings
- • Payment terms and methods
- • Tax ID and registration numbers
Transaction History Tracking
Complete Relationship Timeline
Invoicely automatically tracks all business interactions with clients and suppliers:
Client Transaction History
- • All invoices sent and their status
- • Quotes provided and conversion rates
- • Payment history and methods used
- • Income transactions recorded
- • Total revenue generated
Supplier Transaction History
- • Purchase orders sent and status
- • Expense transactions and receipts
- • Payment history and amounts
- • Supplier performance metrics
- • Total spending analysis
Relationship Analytics & Insights
Business Relationship Intelligence
Client Analytics
- • Top clients by revenue
- • Payment behavior patterns
- • Invoice acceptance rates
- • Client lifetime value
Supplier Analytics
- • Top suppliers by spending
- • Supplier response times
- • Delivery performance
- • Cost trend analysis
Relationship Health
- • Communication frequency
- • Transaction regularity
- • Payment reliability
- • Growth opportunities
Ready to Organize Your Business Relationships?
Start building your comprehensive client and supplier database with Invoicely today.